Financial Alternatives, Inc Dimensional ETF Tr U S Core Eq Transaction History
Financial Alternatives, Inc
- $142 Billion
- Q3 2024
A detailed history of Financial Alternatives, Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Financial Alternatives, Inc holds 610,322 shares of DFAC stock, worth $21.3 Million. This represents 14.72% of its overall portfolio holdings.
Number of Shares
610,322
Previous 612,308
0.32%
Holding current value
$21.3 Million
Previous $19.7 Billion
6.01%
% of portfolio
14.72%
Previous 14.83%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio